Download presentation
Presentation is loading. Please wait.
Published byTobias Booth Modified over 9 years ago
1
A Preview of Prudential’s Drop Ticket NR-14D212001 Ed. 5/2014 Exp. 05/01/20161
2
Enter basic proposed insured data Select State, Term Product and Fast App 10/23/20122
3
Review Pre- Qualification criteria 10/23/20123
4
jtudor@gmail.com 10/23/20124 Complete all gold fields to be IN GOOD ORDER Include Proposed Insured’s email, if available. Important Tele-Interview documents will be sent.
5
10/23/20125
6
6
7
7
8
8
9
9
10
10
11
10/23/201211
12
Need Producer’s full SSN for licensing process 10/23/201212
13
Producer reads, attests to these statements and locks the case 10/23/201213
14
Producer is allowing EMSI to esign all Producer signature documents based on this data 10/23/201214
15
10/23/201215
16
Email GA Case Manager receives when a Producer submits a case for a go/no-go approval process 10/23/201216
17
Case Manager Sign-In Screen to review the Fast App 10/23/201217
18
GA Case Manager iGO Screen to approve the Fast App 10/23/201218
19
Email alert to Producer when Case Manager has accessed the Fast App for review 10/23/201219
20
Email alert to Producer advising that the Fast App was approved by Case Manager 10/23/201220
21
Email to Proposed Insured once Case Manager approves Fast App – provides important documents needed for Tele-Interview 10/23/201221
Similar presentations
© 2025 SlidePlayer.com. Inc.
All rights reserved.